Stock Taper 
MITCHELL CAPITAL MANAGEMENT CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 28.54K | $16.58M |
 Vertiv Holdings Co | VRT | 28.86K | $9.66M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 29.64K | $14.15M |
 Shell plc | SHEL | 31.03K | $2.41M |
 CRH plc | CRH | 31.57K | $3.38M |
 Toll Brothers, Inc. | TOL | 32.03K | $5.28M |
 O'Reilly Automotive, Inc. | ORLY | 33.02K | $3.04M |
 Amphenol Corporation | APH | 33.85K | $5.97M |
 ConocoPhillips | COP | 34.09K | $3.54M |
 Bloom Energy Corporation | BE | 38.9K | $11.77M |
 The TJX Companies, Inc. | TJX | 39.55K | $5.99M |
 Walmart Inc. | WMT | 47.78K | $5.41M |
 BHP Group Limited | BHP | 52.03K | $4.33M |
 Robinhood Markets, Inc. | HOOD | 56.81K | $5.7M |
 JPMorgan Chase & Co. | JPM | 59.73K | $19.55M |
 Broadcom Inc. | AVGO | 67.86K | $25.64M |
 UBS Group AG | UBS | 69.78K | $3.46M |
 Microsoft Corporation | MSFT | 71.49K | $26.67M |
 Amazon.com, Inc. | AMZN | 83.88K | $19.99M |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 100.02K | $6.98M |